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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

End User Selects Field from an Uploaded Excel Document in Alteryx app

briankuhlmann
8 - Asteroid

What I am asking may not be possible. I am looking to create and app where the user uploads an excel and then selects what field Account Numbers are in. Unfortunately, the excel files are from different sources so the account number field is always named something different. 

 

I'd like the user to upload the file, identify which field is account number then the app joins the correct data to the account numbers.

 

I found this on here:

 

2024-08-29 11_07_23-Alteryx Designer x64 - select.yxwz_.png

 

This would work if the file was static, but I need user to upload.

4 REPLIES 4
OTrieger
14 - Magnetar

@briankuhlmann 

I found only a few things that Alteryx cannot do, always managed a way how to get Alteryx do it 😉
Alteryx is a very powerful tool.

OTrieger
14 - Magnetar

One way to do it is having 2 steps in your automation:

Step one getting the data and saved it in to a file

Step two connect that file to a List Box where the user could select the fields.

To do it you will need to have each step in one container and then with  radio buttons enable or disable the step that you would like to process.

In that way when someone running the automation selecting Step 1 the data get saved in the file.
Now the person will run again the automation and this time will select step 2, and he will have the data for selection.

I'm sure that there are more ways to have to do it, this is only one way. and maybe even not the most efficient but will work.

apathetichell
20 - Arcturus

Read up on chained apps:

app 1- user selects file.

app 2-  user selects sheet

app 3 - user selects field.

app 4 - data selection?

briankuhlmann
8 - Asteroid

i'll check into chained apps

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